See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,214 | $72,277-52.7% | $101,248-66.2% | $79,858-57.2% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 10.14% | 22.30%-12.2pp | 46.47%-36.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,303 | $2,692-51.6% | $3,660-64.4% | $2,471-47.3% |
| Participant deferral / active EE | $2,616 | $3,282-20.3% | $4,370-40.1% | $3,740-30.1% |
| Admin fee / account holder | $2,406 | $4,400-45.3% | $5,945-59.5% | $5,306-54.7% |